Oracle is building yesterday’s data centers with tomorrow’s debt

The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

The $110 billion catalyst that makes it more likely Oracle will hit its 700% cloud infrastructure revenue growth guidance by 2030

Oracle has guided for tremendous revenue growth in its cloud infrastructure business over its next four fiscal years.

Where will Oracle be in 2 years?

Oracle stock could go on a bull run following its latest quarterly report, which points to improved growth prospects.

Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better

Oracle is behind the AI demand curve, but this could spell accelerating growth and significant upside for investors.
Observer

Larry Ellison Says Oracle Is Building Huge Data Centers as A.I. Deals Proliferate

Oracle’s chairman and chief technology officer Larry Ellison said he’s open to partnering with Amazon on cloud computing. Sean M. Haffey/Getty Images Oracle is partnering up with Google to combine ...
Engineering News-Record

Oracle Building AI Assistance Directly Into Its Cloud Services

AI can program drone flights to note conditions such as rusty steel members. Photo by Jeff yoders/ENR. October 11, 2023 Oracle unveiled details about its partnership with artificial intelligence ...
Insider Monkey

Oracle’s (ORCL) Mike Sicilia on AI Demand: ‘This Building is Sold Out, People Are Lined Up to Move In’

We recently published Top 10 Trending Stocks and ETFs as Analyst Predicts $9 Trillion Productivity Gains Due to AI. Oracle Corporation (NYSE:ORCL) is one of the top trending stocks. In a recent ...
The Business Journals

Oracle buys NKC campus building, ends tax incentive 19 years early

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Oracle recently acquired a ...